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Asset Allocations in Age-Based Portfolios - Advisor
We have compiled the information below showing the various asset allocations in selected age-based portfolios of adviser-sold 529 plans. (Similar information relating to direct-sold 529 plans is also available.) Our selection is limited to portfolios for beneficiaries age 17 and older. The purpose of our study was to compare how 529 plans allocate among stocks, bonds, and money market (or similar) investments as the beneficiary gets close to college age or is in college. In addition to showing the asset allocations, the table shows the investment performance of each portfolio for the one- and three-year periods ended June 30, 2013 ("NA" means the portfolio was not in existence for the full measurement period).
This data was compiled August 15, 2013. We will post corrected data as any errors become known to us.
|Investment Allocation||Annualized Return at June 30, 2013 (%)|
note: *No age-based options